An excellent opportunity has arisen to work for a successful financial planning company based in London. We require an Administrator to join our team and support our financial planners/directors. You must be able to work autonomously, meet deadlines and work effectively within the team.

You are likely to have had some experience in this field and are perhaps looking to step into a friendlier, more vibrant, small business environment. You will be comfortable in an administrative support role. Salary and package dependent upon experience and calibre.

Who are we looking for?

Templar Chartered Financial Planners are looking for organised and flexible individuals, who possess excellent communication and interpersonal skills. You will have strong knowledge of using Microsoft packages, be highly numerate and possess excellent written and oral English skills. It is important that you have an exceptional eye for detail and are able to maintain confidentiality.

Ideally, you have knowledge of financial products & tax and are happy to work at Administrator level.

We offer flexible working conditions and salary for the right candidate.

The Company

Based in Saint John’s Wood (nearest station - Swiss Cottage), Templar is a very successful firm of Chartered Financial Planners, founded in 1996, employing 10 people within their team. They advise Private and Business clients, working hard to maximise their clients’ financial position. Clients come from a range of backgrounds, including the media and entertainment sector. Templar offers full training, a positive work environment and will recognise and rewards excellent performance. We encourage and provide financial support towards the achievement of QCF level 4 and 5 in financial planning.